Why Wardour Partners?

Services

The team

About us

Testimonials

Contact us

What our existing clients say about us:

Over the past 9+ years, Nick's attention to understanding personal requirements at review meetings through to delivery of bespoke plans has been very professional, backed up by a reliable and friendly admin team. In particular, when called on, the management at Wardour went the extra mile in helping to resolve challenges experienced with a pension scheme provider. This was much appreciated at the time and secured loyalty towards Wardour as an excellent advisory firm.

It is over 15 years since I was introduced to Wardour Partners and during this period Graham Duckett has provided sound investment advice, clearly explaining the many complex changes in pension legislation . Graham has helped me to ascertain my attitude to risk and provided clear and consistent advice, he uses an easy to understand and transparent fee structure. My portfolio has consistently outperformed the industry average and Graham has been available and often gone the "extra mile" to keep me well informed.

Wardour have looked after me for a number of years. Right from the first meeting they really took the time to understand my short term and long term plans. And it's not just about an annual review, they are always on hand to help out whatever and whenever I have any questions. Great customer service

Wardour has made me feel my retirement plan is now a partnership, tailored to my personal needs and coupled with experience, sound investment advice, meticulous attention to detail and clear explanations. I've recommended them to several colleagues and that says it all.

When considering a Pension transfer I wanted to ensure I received the best advice and sound evidence for recommending a transfer, or robust reasons for not undertaking a switch. Graham Duckett at Wardour partners provided a comprehensive assessment that included Transfer Value Analysis (TVA), risk profiling and a full fact find tailored to my specific circumstances. I would have no hesitation in recommending Graham for what is one of the most important pensions decisions you are ever likely to consider

Why Wardour Partners?

Most of us, at some point in our lives will need to engage the services of a firm to provide financial advice and sound financial planning, the question is who to use.

There is no magic formula to advice and there are firms all over the country offering an excellent service, Wardour Partners are no different.

Adviser experience is vital, but the number of years in the ‘business’ is not the only prerequisite and does not in itself convey expertise or success. Understanding the unique needs of each client and being able to empathise with each situation is equally important. We are always looking to improve our knowledge and continually looking to evolve.

The financial planning journey starts by listening to and understanding our clients concerns and objectives. We continue to listen at your review meetings so as your situation changes your financial plan can be adapted to suit.

We understand that work/life balance is extremely important.

Our location provides a fantastic opportunity for those who work in London. You can pop in and see us before you start work, during the working day or just before you head off home.

Our availability during the working week, ensures that you do not have to discuss your financial planning late into the evening or over the weekend.

We are also happy to come to your office or meet informally for a coffee if this is more convenient for you.

Mortgages are expertly covered by Steve Townsend, whose total focus is on mortgages and he excels in providing a personal service.

We have an occupational pensions specialist, Graham Duckett. Graham has an extensive knowledge of final salary pension schemes, covering how the benefits are actually paid and calculated.

Our innovative approach to enhancing employee benefit packages is led by John Potts and Nick Earl

Services

We provide financial planning advice, but of course you know that by now!

The key areas of advice are:

Life Assurance and Insurance against illness

It is a sad fact that while most of us are quite happy to insure our house, our car, our travel arrangements, our pets – to their full value, few of us take quite as much care over our own health and that of our loved ones. Wardour Partners can provide advice on setting up the correct type of life assurance, income protection and critical illness cover.

Planning For Retirement

We work with our clients to quantify the pension and investment funds needed to generate desired future income levels. Your retirement objectives will be reviewed regularly in order that any shortfall can be identified and appropriate action taken.

Options In Retirement

You may take some of your most important decisions with approaching or during retirement, setting your income streams for the rest of your life. It follows that this is a time when expert advice could add significant value to your affairs. We look at all options to generate the income and capital that you will need from your chosen retirement date as this is definitely not a time when “one size fits all”. Here at Wardour Partners we have particular expertise and experience working with those with more complicated personal circumstances or with specific requirements.

Occupational Scheme Advice

Most individuals have an inadequate level of knowledge and understanding of the benefits they hold. Our first job is to assess these and report back. A client can then appraise whether these are in line with expectation and evaluate the options to maximise their benefits in a way that suits them best.

Investment

Wardour Partners can offer independent advice and planning with regards to your investments, whether that be setting up regular savings to help save towards a specific goal, investing an inherited lump sum in the most tax efficient way, or simply reviewing and monitoring existing investments and their performance. We also run model and bespoke investment portfolios.

The value of investments can go down as well as up and investors may get back less than the amount invested.

Tax and Estate Planning

We provide advice on how to structure your affairs to reduce, or even avoid, inheritance tax. We will review all of your investments and asset holdings then recommend a tax-efficient strategy to minimise any inheritance tax liabilities. If necessary we can call on the expertise of our external partners to provide specific Trust advice to run alongside our recommendations.

The Financial Conduct Authority does not regulate taxation and trust advice.

Employee Benefits Enhancement

Many companies spend money on benefits without knowing whether they are getting value for money.

Employees are often unsure of exactly what is provided and rarely value the true worth of the benefit.

Wardour Partners provide a range of services aimed at enhancing existing company benefits

Val Chubb - Client Support Administrator

Val has worked in the financial services area for 20 years. She joined Wardour Partners in 2009 covering maternity leave for 9 months. Seven years later she is still with us.

Val splits her time at work between supporting Nick Earl & John Potts on the corporate benefits side and providing back office support to the other advisers.

During her spare time Val is a keen gardener, enjoys going to theatre and swimming when we have nice weather!

Graham Duckett - Chartered Financial Planner

Graham has extensive experience advising clients on their defined benefit pensions, appraising them of their options so that they can make appropriate decisions for their circumstances.

Graham has specialised in this area of advice for 16 years and is one of leading voices in the UK on defined benefit pensions, regularly contributing to consultation papers issued by the FCA and the Treasury.

When he is not discussing pensions Graham is a keen sportsman, often taking part in the Parkrun on Hampstead Heath on Saturday mornings and is also an MCC playing member.

Graham is a founding partner of Wardour Partners Asset Management LLP and also sits on the WPAM Investment committee.

Jane Perkin - Senior Client Support Administrator

Jane is the senior client administrator for the employee benefits division of Wardour Partners. She is also office manager which apart from the usual requirements also includes organising our quarterly staff events.

Jane joined Wardour Partners in the same year we started (2007) so has the honour of being our ‘longest serving employee’! During her ‘spare time’ she has two children to run around after and enjoys spending quality time with her family.

Jane is a regular runner and took part in the Brentwood half marathon in 2014 clocking in a time faster than her brother which was the main objective!

Andrew Reevey - Regulated Financial Planner

Andrew recently joined Wardour Partners following a successful period with an Employee benefits firm.

He intends to bring this experience to further enhance our corporate benefits arm as well continuing to advise individual clients on their financial planning, including mortgage advice.

Andrew has worked in financial advice sector for over 25 years.

Outside of work he enjoys playing golf and tennis, hoping to qualify for Wimbledon next year!

John Potts - Employee Benefits Consultant

John has worked in financial services for 25 years and now focuses his time on advising employers on suitable benefit packages and how best to implement these in order to maximise a company’s ROI (return on investment).

The innovative structure of how we help deliver these benefits to our clients has led to a greater harmony in the relationship between employers and employees.

John provides a high quality service to our corporate clients, not just the initial stage implementation but year after year by taking on the administrative and compliance issues so that our clients can focus on their business.

John lives in West London, enjoys spending time with his family, watching rugby and having taken in the last two British Lions tours it looks like a visit to New Zealand in 2017 is on the cards!

John is a founding partner of Wardour Partners Asset Management LLP.

Steve Townsend - Mortgage Adviser

Steve joined Wardour Partners in the summer of 2012 and focuses exclusively on mortgage advice providing an outstanding personal service to all clients of the company.

Steve has over 10 years’ experience in the mortgage sector with knowledge of both the residential and buy to let market.

Steve is a big music fan and is also a loyal supporter of Crystal Palace football club, following them both home and away, even seeing them once in a friendly in Philadelphia!

Emma Reed - Paraplanner/Client Support

Emma joined Wardour Partners in March 2015 having previously worked for JLT in the Insurance industry.

Emma provides technical support to our advisers, which involves researching appropriate financial planning solutions as well as being point of contact for our serviced clients.

Emma is studying towards the Diploma in Regulated Financial Planning with the aim to be a qualified adviser within two years, an objective we are sure will be achieved with flying colours.

During her spare time Emma’s hobbies are horse riding, taking outdoor walks and socialising with friends.

Emma sits on the WPAM Investment committee.

Graham Pogson - Private Client Account Manager

Graham has been involved in financial services for over 25 years during which time he worked for Merrill Lynch and ABM Amro trading and advising clients upon a broad spectrum of financial markets.

Graham became a financial adviser in 1999, focusing on high net wealth individuals & business owners.

Graham’s strength is providing an excellent ongoing service to his clients and working with the regulated advisers to ensure that his clients financial planning and investment needs are met.

Outside of work Graham is a huge rugby fan, often appearing in the office on a Monday morning during the 6 nations tournament to discuss England’s latest performance.

Graham is a member of the Bank of England sports club where he plays squash on a regular basis.

Nick Earl - Diploma in Financial Planning

Nick has been a financial adviser since leaving University in 1997 and an IFA since 1999 so is not far away from completing 20 years in the sector.

Nick provides financial planning advice for employees of our corporate clients as well as looking after his private clients. Once Nick has identified a suitable financial plan and implemented this for our clients he is passionate about this being followed through to retirement and beyond.

His role also involves researching and creating suitable investment strategies for clients to make sure they can achieve their objectives. Nick lives in London with his family, and can often be seen running along the Thames in Putney or cycling around Richmond Park in warmer months! He still manages to play football twice a month and is a keen tennis player.

Nick is a founding partner of Wardour Partners Asset Management LLP and also sits on the WPAM Investment committee.

Harvey Bainbridge - Chartered Financial Planner

Harvey has worked with Wardour Partners for 6 years. As well as having chartered status he also holds the IMC giving him strong understanding of the funds management industry.

Harvey’s main role with Wardour is providing financial advice to the employees of our corporate clients.

Paul Brown - Advice Support - Mortgages

Paul has worked in financial services for over 25 years, originally as a holistic adviser before specialising in the mortgage sector. Paul took some time out from the industry for 5 years before returning in July 2015.

Paul supports Steve Townsend on the mortgage desk and also provides a research service for life cover, critical illness and income protection contracts.

In his spare time Paul is a dedicated fund raiser for the Heart of Darts charity and also has an (improving) darts game himself!

About us

Wardour Partners is a financial services company providing independent advice to individuals and small-medium size companies.

Whilst we take a serious approach to our clients’ financial planning and advice requirements we do not take ourselves too seriously, evidenced in our profiles!

Our advisers and staff have a wealth of experience in the art of financial planning, as you would expect. For more fascinating/insightful/ information on each of us

We are based on the wonderful Gresham Street, which is close to the old City and the Guildhall but also close to the new emerging/exciting businesses establishing themselves in Farringdon, Clerkenwell and Old Street.

Like what you see?

Don't just take our word for it...

Here's a few words from our existing clients.

All 100% genuine and bonafide.

Wardour has made me feel my retirement plan is now a partnership, tailored to my personal needs and coupled with experience, sound investment advice, meticulous attention to detail and clear explanations. I've recommended them to several colleagues and that says it all.

Over the past 9+ years, Nick's attention to understanding personal requirements at review meetings through to delivery of bespoke plans has been very professional, backed up by a reliable and friendly admin team. In particular, when called on, the management at Wardour went the extra mile in helping to resolve challenges experienced with a pension scheme provider. This was much appreciated at the time and secured loyalty towards Wardour as an excellent advisory firm.

When considering a Pension transfer I wanted to ensure I received the best advice and sound evidence for recommending a transfer, or robust reasons for not undertaking a switch. Graham Duckett at Wardour partners provided a comprehensive assessment that included Transfer Value Analysis (TVA), risk profiling and a full fact find tailored to my specific circumstances. I would have no hesitation in recommending Graham for what is one of the most important pensions decisions you are ever likely to consider

As a company we have worked with Wardour Partners for the past 15 years. As well as providing financial advice to all employees via annual meetings, they provide a full outsourced benefits service. Wardour Partners are very focused on accuracy of data, and finding creative solutions to challenges by leveraging their strong relationships with suppliers, which makes them well placed to act as a true partner to our company. Being an international company we sometimes have unusual or complex requests and I cannot think of a time when Wardour Partners have not been able to find a solution

Wardour have looked after me for a number of years. Right from the first meeting they really took the time to understand my short term and long term plans. And it's not just about an annual review, they are always on hand to help out whatever and whenever I have any questions. Great customer service

It is over 15 years since I was introduced to Wardour Partners and during this period Graham Duckett has provided sound investment advice, clearly explaining the many complex changes in pension legislation . Graham has helped me to ascertain my attitude to risk and provided clear and consistent advice, he uses an easy to understand and transparent fee structure. My portfolio has consistently outperformed the industry average and Graham has been available and often gone the "extra mile" to keep me well informed.

I was introduced to Wardour in 2003 and during the last 13 years I have been truly satisfied with the level of service regarding all aspects of my personal finance, pension planning advice and administration. Of particular value to me during this period have been the following:

Ease of use and peace of mind in allowing Wardour the flexibility to deal with multiple institutional administrators on my behalf.

Personalised and bespoke pension planning services taking into account full personal and family requirements.

Overall I have no hesitation in recommending Wardour who I expect will deliver the same level of personalised service through my retirement.

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audit
corporate services
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Wardour Partners Asset Management LLP is a Limited Liability Partnership Wardour Partners is a trading style of Wardour Partners Asset Management LLP which is authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 659600 at www.fsa.gov.uk/register. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows The Financial Ombudsman Service, Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9123 | www.financial-ombudsman.org.uk